July 2026 Professional Advisors Newsletter Trending Topics 1

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Hello from the SRCCF!

It’s an eventful summer already, with lots going on in the markets! The summertime pace may change for attorneys, CPAs, and financial advisors while clients are on vacation and shifting their schedules—but you may be busier than ever as you address real-time opportunities and gear up for fall transactions and year-end planning. As always, the SRCCF is here to help as you build charitable plans for your clients. We’ll also keep you up-to-date on important developments even during this “slower” time of year.

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